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Advocate Investing Services’s Visa V Stock Holding History

Advocate Investing Services’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.49K Hold
16
– – ﹤0.01% 323
2026
Q1 		$4.84K Hold
16
– – ﹤0.01% 308
2025
Q4 		$5.61K Buy
+16
New +$5.45K 0.01% 274

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Advocate Investing Services's V Position: Q2 2026 in Review

Advocate Investing Services held its Visa (V) position steady in Q2 2026 at 16 shares worth $5.49K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Advocate Investing Services first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.61K in Q4 2025. 4,553 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Advocate Investing Services held 16 shares of Visa worth $5.49K as of Q2 2026.
  • Advocate Investing Services left its Visa share count unchanged in Q2 2026.
  • Visa made up ﹤0.01% of Advocate Investing Services's portfolio in Q2 2026, its #323 holding.
  • Advocate Investing Services first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's Visa position peaked at $5.61K in Q4 2025.
  • 4,553 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.